INVESCO INDIA ULTRA SHORT DURATION FUND vs HSBC Ultra Short Duration Fund compare
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹1191 Cr | ₹2924 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Dec 2010 | 29 Jan 2020 |
Category | Ultra Short Duration | Ultra Short Duration |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Ultra Short Duration Debt Index B-I | CRISIL Ultra Short Duration Fund AI Index |
Turn Over | 24% | 54% |
Expense Ratio | 0.79 | 0.47 |
Manager | Krishna Venkat Cheemalapati | Jalpan Shah |
ISIN Code | INF205K01TM0 | INF336L01OW1 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.45% | 0.45% |
6 Month | 3.71% | 3.79% |
1 Year | 7.36% | 7.43% |
3 Year | 6.91% | 7.1% |
5 Year | 5.42% | 5.7% |
SIP Return Analysis
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | 1.66% | 1.69% |
1 Year | 7.24% | 7.32% |
3 Year | 7.21% | 7.31% |
5 Year | 6.4% | 6.59% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 7.45% | 5.97% |
3 Year | 7.48% | 5.48% |
5 Year | 7.46% | 5.67% |
Risk Management
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.35% | 0.27% |
Sharp | 0.55% | 1.49% |
Beta | 3.74% | 2.94% |
Alpha | -0.84% | -0.42% |
Fund Managers
Scheme Name | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Name | Krishna Venkat Cheemalapati | Jalpan Shah |
Total AUM | ₹24743 Cr | ₹16521 Cr |
Funds Managed | 19 | 6 |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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